David began his career in the securities industry in 1983, received his Certified Financial Planner® designation in 1985 and has been advising clients for those 30 years in investing and financial planning, as well as assisting them with all sorts of life’s challenges such as births, deaths, divorce, inheritances and retirement. These experiences enable David to be the go-to advisor for true financial planning. As a witness to many economic swings in those 30 years, as well as with his use of his background in mathematics, David has gained a significant understanding of markets and the financial instruments to recommend to clients.
He graduated from the University of Washington in 1978 with a Bachelor of Science Degree. His Securities Registrations are series 7, 24, 51, 53 and 63, held with LPL Financial as well as an Insurance license for Washington State.
David is married to Kristine and they have three grown children and two Australian Shepherds. He spends much of his free time fishing, mushrooming, gardening and attempting to create good meals in the kitchen.
Registered for Securities in AK, AZ, CA, CO, IL, NM, OR, TX, WA
Insurance license WA